Aquarius Platinum Share Discussion Threads

[yaszq2001] 07/8/2014 12:21

So much for the price rise...

[salpara111] 07/8/2014 12:12

All rather disappointing.
I have been watching this stock for 18 months waiting for it to turn the corner but as time goes by it is becoming increasingly clear that the path back to solid profitability is by no means assured.
I will keep it on my monitor but wont invest yet.

[enewman36] 07/8/2014 07:35

Decent set of results, could start to see a recovery in the share price from here, gl all.

[yanna] 30/7/2014 17:19

As of 30 June 2014 major holdings

HSBC Custody Nominees (Australia) Limited 110,254,065 7.53%

J P Morgan Nominees Australia Limited 69,919,771 4.77%

NEXT IS FROM FROM RIGHT ISSUE PROSPECT


As at 11 April 2014 (being the latest practicable date prior to
voting rights publication of this Prospectus), the Company had been
notified of or was otherwise aware of the following
Shareholders who were directly or indirectly interested in 3 per
cent. or more of the issued Common Shares


Investec Limited . . . . . . . . . . . . . . . . 46,484,638 9.52%
The Capital Group of Companies . . . 34,052,832 6.98%
Wellington Management Company . . . 33,780,773 6.92%
Kagiso Asset Management (Pty)
Limited . . . . . . . . . . . . . . . . . . . . . 27,646,475 5.66%
Savannah Resources Limited . . . . . . . 19,004,767 3.89%
FMR LLC . . . . . . . . . . . . . . . . . . . . 15,762,152 3.23%

Why did not we have any RNS when the bought/sold shares above/below the 3% threshold?

[yanna] 29/7/2014 11:31

market cap on Advfn not up to date, there are 1,464,310,394 shares in issues, market cap is £366,077,598

[cumnor] 27/7/2014 19:35

Then you know what to do.

[yanna] 27/7/2014 15:42

Kroondal ends life in 5 years I think, while cash cost increase by each Q and not able to increase production.
cash cost for Kroondel
Q1: R9094 PGM
Q2:R8612 PGM
Q3: 9376 PGM
Q4: 9396 PGM

Cant see a reason to be here

[excalibar] 26/7/2014 13:16

directors buying shares

[abryer] 24/7/2014 10:37

They mentioned significantly increased cash balances due to rights issue but probably have to wait for FY on Aug 7th for specifics

[salpara111] 24/7/2014 09:10

What I want to see before I would take a stake is whether they are cash flow positive or not and I can't see any reference to that in this statement.....did anyone else see it? Admittedly I probably need to read them again.

[abryer] 24/7/2014 08:31

Disappointing no update on the indigenisation law in Zimbabwe. We continue with uncertainty.

[hectorp] 24/7/2014 08:21

Ha Ha. Watching closely. possible upside breakout.
SA is a basket case nowadays, but Plat and PAl are in demand.

[bean02] 24/7/2014 07:41

You can't mean me! :) struggle to ramp this one tem iys always been very quiet board.

[temmujin] 22/7/2014 22:17

hello,hello ..great recovery story here...looking at 100p target price in 12 months

[temmujin] 21/7/2014 16:37

to think the market cap of AQP is nearly what they paid for ridge mining...got to be one of the most undervalued mining stocks...but eh what do i know!!

[temmujin] 21/7/2014 16:36

topped up today on news of wage settlement...very strong buy now...easy 50% profit and results due

[salpara111] 21/7/2014 11:04

I Just wonder what the future is for a lot of these African miners.
With current platinum prices most of them are struggling just to reach breakeven.
I have kept AQP on my watch list for over a year but as yet there is no reason to invest.
If things do improve then I will be in for a decent wedge as miners are very operationally geared.
It is possible that this will be the year than they finally do turn the corner so I will be paying attention.

[abryer] 17/7/2014 12:13

Q4 on July 24thFY to June 30th on aug 7th

[temmujin] 17/7/2014 12:00

anyone know when next trading update is...got to be worth a punt at these prices

[m_n_tomlinson] 01/7/2014 14:51

I remember when this was trading in the £3 - £4 range.

Now it can't even gain a penny on the back of strike resolution and rising platinum prices, only fall.

I guess it's game over and all over for African Platinum Miners.

[pimpi] 18/6/2014 14:37

Dear Anne Cully

I am shareholder of your company and need help to understand the term Cash Margin from the Financial and Production Results to 31 March 2014. How do you calculate it I don't understand why kroondal with lower cash cost and higher basket price compere to Mimosa has got a Lower margin.

regards



Dear Y,

Mimosa's margin is higher to Kroondal's despite the latter's apparent basket price, because the basket price for each mine is based on PGM's (Platinum, Palladium, Rhodium and Gold) with no credits for by-product income from base metals such as copper and nickel.

The Mimosa Mine has significant by-product income in the +20% range which causes the GP margin for the entire mine to be superior to Kroondal's when calculated.

Regards
Anne Cully
Aquarius Platinum Limited

[billiam] 03/6/2014 10:16

Is that a wodge of Director buys going through end of May?

[robseaton] 30/5/2014 02:14

I don't think so